The business problem is to support incoming calls from financial advisors regarding annuity and life solutions, aiming to enhance relationships and develop sales opportunities for Brighthouse Financial's distribution teams.
Requirements
- If not fully licensed, will be expected to obtain the FINRA SIE, Series 6 or 7, and 63, and state Life Insurance license with variable line of authority in their resident state.
Responsibilities
- Continuously develop knowledge of Brighthouse Financial Annuity & Life product lines, systems, and processes.
- Answer and document inbound calls, providing sales support and positioning to financial advisors for our solutions.
- Help support submission of business by understanding licensing, training, firm, state, and application requirements.
- Identify advisor need on issues, research, and resolve requests.
- Involve other distribution business partners if needed to resolve issues and take accountability until complete.
- Provide product illustrations, as well as utilize the marketing resources available to complement further advisor engagement.
- Identify sales opportunities on incoming calls and refer to Internal Wholesaler.
Other
- A bachelor's Degree preferred.
- Excellent communication skills / interpersonal skills, coachable, energetic and a positive attitude.
- Self-motivation, a competitive nature and are driven to reach goals in fast paced environment.
- The ability to build and maintain business relationships, professional and an aptitude for sales.
- Organizational skills, adaptable and ability to multitask continuously.
